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Hello All Experts,
I have to create a view in which i have to apply filter for.
1. active records.
2. the record belongs to users territory.
first point is doable, but how to check for the other point as a filter in the advanced find.
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Hi there,
Better late than never ;-)
Here's your dynamic view to show (in this case) Opportunities) that belong to the user's territory.
yes, you can acheive it using 2 views. I had a similar requirement
If i understand your requirement correctly, you need to get all opportunities assigned to users who are in the same territory as Current User.Let me know if wrong
First create a view under territories to get and save the current users's territories as shown below. lets say we save the view as "Current User Territories"
Then go to opportunities, and query using the as below. this would give you desired results.
<<Please mark my answer as verified if it resolved your query>>
Hello saad,
In my case I have two custom entity and one user entity.
Say in place of opportunity c1 entity.
In place of territory c2 entity and the same above work I need to do.
Will it be feasible.
Hi,
Have you tried above approach. it will fetch you the all the opportunities of current user's territory .
Hello Saad,
I want to fetch record based on loggin user's territory is equal to the entity record territory.
i believe i am able to put my question correctly.
Hi,
Please try this:
Hello Rawish,
Is it possible to set territory dynamically, that means, in the above case i want to fetch Opportunities records based on logged in user's territory.
Hi,
you could look or created by ( user from the dropdown by going related fields) and from there select the user territory?
just an example below:
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